Executive - Customer Service

3 days ago


Vadodara India Canara Robeco Mutual Fund Full time

Job Description

Job Responsibilities :

- Handling Customer Service, Operations & Admin functionality.
- Attending walk in customers. Attending phone calls.
- Liasioning with Registrar for account statement, redemption etc.
- Liasioning with marketing dept at ho for material indent.
- Handling brokerage related queries of IFAs.
- Accepting application forms and redemption in the reception.
- Time stamping of transactions.
- Co-ordination with banks.
- High Value deposits.
- Guiding investors for online transactions

Academic Qualifications:

- Graduate / Management Graduate (preferable) + NISM (Mutual Fund) certification

Minimum Work Experience:

- 2+ years of experience in in asset management industry

Skills:

- Well versed with all MS office applications especially MS excel
- Excellent Communication skills
- Knowledge of Mutual Fund Industry



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